Capstone Investment Advisors’s AvidXchange AVDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,682	Closed	-$94.7K	–	759
2024 Q3	$94.7K	Sell	11,682 -7,016	-38%	-$56.9K	﹤0.01%	750
2024 Q2	$225K	Buy	+18,698	New	+$225K	﹤0.01%	873
2023 Q4	–	Sell	-30,861	Closed	-$293K	–	1088
2023 Q3	$293K	Buy	+30,861	New	+$293K	﹤0.01%	799